-
Add Attachments to Gift from Home > Add gift dialog
Would simplify gift entry if you could add attachments when initially creating the gift record when using the Home > Add gift dialog. Right now you have to first create the record then open said record where you then can add attachments. This c...1
-
Add a summary note to a contact
Having a summary tile at the top of the record allows for appropriate information to be added, such as "has been with the company for six years. works closely with the approval of grants on X subject matter"1
-
Ability to filter Wedding Date by MONTH ONLY so multiple years of that month show up
Right now "next month" on the Wedding Date feature only literally does the next month of the year we live in, but I need to pull multiple years of one month. Example, all anniversaries/wedding dates that happened in March, any year.0
-
Surface constituent annotations/alerts between database view and web view
Currently, if there is an annotation on a constituent record in the RE database view, it is not visible anywhere in the web view. This information needs to be carried over and visible in the web view. Use case: We have always used constituent Anno...0
-
Add electronic signatures to thank you emails in OLX donation forms
We are sending a thank you for a fundraiser for a mini campaign and we are including a thank you from the department leader. We wanted to include her signature on the email thank out, but found out we couldn't. Without the signature, the signature...0
-
Add date to Custom Fields and allow it to be sorted
We use custom fields and the older ones should sort at the bottom, you shouldn't have to scroll through them all. There should also be a filter to exclude inactive custom fields0
-
Add FundID to NXT batch forms
As an institution with hundreds of funds, it would be extremely helpful if the FundID was added to the NXT batch form. This would make reconciling much easier.0
-
Membership Export: Summary Info of Linked Gifts
Would it be possible to create a field that will show the summary amount of gifts linked to a membership? The amount shows in database view as a total, but is not a field that can be exported. Right now, it's cumbersome to have to export multiple ...0
-
Add Email Text using Blackbaud for Gmail
Add the ability to save the email body to the action when using the Blackbaud for Gmail add-on.0
-
enable map view of lists to be exported as a pdf
this allows major gift officers and others to share geographically where donors are concentrated for national organizations to help plan visits and events0